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| Additionally we believe that Whatsapp has a large undermonetized potential, Meta has the ability to cut and control cost and their VR/AR efforts hold future potential which is not priced by the market. | | Additionally we believe that Whatsapp has a large undermonetized potential, Meta has the ability to cut and control cost and their VR/AR efforts hold future potential which is not priced by the market. |
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| == Alphabet ==
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| Main article: [[Alphabet]] | [[Alphabet: Sources]]| [[Alphabet:Position Changes]] /[https://discord.com/channels/978370501237932092/980165000285007902 Alphabet: Discord] / [https://docs.google.com/spreadsheets/d/1LW-eTnCNNbzEpsZEBrjQBcWBbNvqSvKK7VcEMuUEjqM/edit#gid=1435713375 Alphabet:Sheet] / [[Alphabet:Questions]]
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| Alphabet is one of the worldwide strongest companies due to their unassailable position in search, yt, android as well as growth fields like cloud.
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| The first time ever it is facing worrying competition though coming from ai. The danger we are seeing is that people could "discover" more products e.g. on social media and have more questions answered e.g. by generative ai programs like chatgpt instead of people searching for those informations like they would have in the past.
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| Therefore the position of alphabet is not as solid anymore as it has been.
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| == Volkswagen == | | == Volkswagen == |
